Upcoming Events You Don’t Want to Miss!

How Many Spam Calls & Sketchy Funding Offers Do You Get Per Day?

If you're a business owner, the answer is probably too many to count.

Every day, inboxes are flooded with false promises of “easy” business funding, with hidden fees, sky-high interest rates, or ridiculous requirements that make it impossible to qualify. 99% of it is junk.

But… we found the 1% that actually works.

At our upcoming Virtual Lunch & Learn, we’re unveiling The Business Funding Cheat Code—a proven strategy that has already helped business owners secure over $1.9 BILLION in 0% interest business funding.

That’s right—up to $250,000 in business funding at 0% interest. No collateral. No insane revenue requirements. No years-in-business minimums. Just real funding to help you scale, expand, and dominate your industry.

Here’s what you’ll learn in this game-changing session:

✅ How to secure up to $250,000 in business funding at 0% interest
✅ The biggest funding myths that are keeping business owners stuck
✅ How to use this funding to grow your business—without the risk
✅ Why banks won’t tell you about this strategy (but we will!)

If you’re tired of junk funding offers and want a real way to get capital for your business, this is the session you can’t afford to miss.

Event Details:
📆 Date: Thursday, March 27th, 2025
⏰ Time: 11AM-12PM Eastern
📍 Location: Zoom (link sent upon registration)

And here’s the kicker: We’re delivering FREE lunch to the first 25 business owners who register!

🔗 Click here to register now!

The Best Exit Strategy You’ve Never Heard Of

If you’re a business owner or investor with assets worth over $1 million, you’re likely faced with a major dilemma:

Sell your business and take a massive tax hit - or hold onto it and miss out on diversification and new opportunities.

What if there was a way to sell your business, pay ZERO in capital gains taxes, reduce or eliminate estate taxes, and still benefit from the entire pre-tax proceeds of the sale?

This isn’t just a theory—it’s a proven strategy that high-net-worth individuals are already using to protect and grow their wealth.

Join us for an exclusive Virtual Lunch & Learn, where we’ll break down how our Tax-Exempt Business Diversification Trust works - and why it’s unlike anything you’ve seen before.

Event Details:
📅 Date: Thursday, March 27th, 2025
⏰ Time: 2-3PM Eastern
📍 Location: Zoom

Who Should Attend?
✔Business owners who want to sell but don’t want to lose a large chunk of their profits to capital gains taxes
✔High-net-worth individuals exploring advanced tax planning strategies

Here’s what you’ll discover in this session:
✅ How to legally eliminate capital gains taxes on the sale of your business or appreciated assets
✅ Why this strategy outperforms Charitable Remainder Trusts and other common tax-saving methods
✅ How to reduce or eliminate estate taxes while preserving your wealth for future generations
✅ Why this trust structure provides better flexibility and control over your wealth

Bonus for Action-Takers: The first 30 business owners who register will receive lunch delivered to their door - on us!

Sterling Foundation Management has helped investors and business owners like you save over a billion dollars in taxes over the last 26 years. Now, it’s your turn to benefit from these powerful strategies.

Seats are filling up FAST, and this exclusive event will reach capacity soon. Don’t wait—click the link below to register and secure your spot today.

👉Reserve Your Seat Now

Take control of your financial future. We’ll see you at the training!

The Questions You Should Be Asking

When an elder passes away, it’s often said that a library is lost. Decades of memories, values, and wisdom disappear—unless they are intentionally preserved.

Are you asking the right questions to ensure your family's legacy is passed down?

Join us for this month’s Virtual Legacy Planning Lunch & Learn, where we’ll explore:

✅ The Questions You Should Be Asking – What are the critical conversations you should have with your older family members before it’s too late?
✅ The Questions You Should Be Answering – What should you be sharing with the next generation to keep your legacy alive?
✅ How Simple Questions Create Powerful Connections – Learn how asking the right things at the right time can deepen family bonds and create lasting impact.

Too often, people put off these conversations, only to later regret what was left unspoken. This educational session will help you take action now—before those invaluable stories and lessons fade away.

📅 Event Details:
Date: Thursday, March 20th, 2025
Time: 12-1 PM Eastern
Location: Zoom (Virtual Event)

This complimentary workshop will be led by Stan Miller, a nationally recognized estate planning attorney, best-selling author, and co-founder of Wealth Counsel—the largest estate planning software used by attorneys nationwide. As the co-host of the Your Life Your Legacy podcast, Stan has spent years helping families navigate estate planning with clarity and confidence.

Legacy is about more than just assets—it’s about stories, values, and the wisdom that shapes future generations. Don't miss this opportunity to learn how to preserve what truly matters.

Seats are limited, so reserve your spot today!

🔗 Click here to register now!